See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,342 | $75,828-77.1% | $67,652-74.4% | - |
| Participation rate | 89.9% | 68.4%+21.5pp | 75.7%+14.2pp | - |
| Annual return | -1.62% | -0.25%-1.4pp | 6625.04%-6626.7pp | - |
| Employer contribution / active EE | $505 | $1,407-64.1% | $2,266-77.7% | - |
| Participant deferral / active EE | $0 | $2,505-100.0% | $3,560-100.0% | - |
| Admin fee / account holder | $1,513 | $8,125-81.4% | $4,821-68.6% | - |